Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rohan? Claim Your ProfileRohan Ramesh Nayak is a Certified Financial Planner™ with over 10 years of experience in the financial industry. Currently, Rohan is a registered investment advisor representative with ONE Capital Management, LLC. Rohan's previous experience includes positions with BELL INVESTMENT ADVISORS, INC. and FUNDX INVESTMENT GROUP. Rohan works with a variety of clients including individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, and pension and profit sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/02/2022 - Present
ONE Capital Management, LLC (San Francisco CA)
Active
Inactive
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